We believe businesses are the economic engine of our society…

…and that business owners deserve and require an expert advocate throughout their most important financial events.

We believe businesses are the economic engine of our society…

…and that business owners deserve and require an expert advocate throughout their most important financial events.

We believe businesses are the economic engine of our society…

…and that business owners deserve and require an expert advocate throughout their most important financial events.

We believe businesses are the economic engine of our society…

…and that business owners deserve and require an expert advocate throughout their most important financial events.

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Investment Banking Services

We deliver expert advice, solutions and process execution before and during complex, middle market transactions.

M&A Advisory

Specializing in providing sell-side M&A advisory services to middle market clients >>>

Capital Raising

Assisting clients with capital raising to support growth initiatives and consummate transactions >>>

Pre-Transition Advisory

Maximizing enterprise valuation and process understanding for clients who may not be ready to sell >>>

With entrepreneurial intensity, we actively manage creative and clear processes for business owners undergoing critical transitions.

Recent Transactions

NASDAQ:EDGW

has successfully divested its wholly owned technology consulting subsidiary

EdgeTech Consulting, LLC

Carleton McKenna served as the exclusive financial advisor to Edgewater Technology, Inc.

Station Check has been
acquired by ESO

Carleton McKenna served as the exclusive financial advisor to StationCheck, LLC.

has been acquired
by Anheuser-Busch

AB

Carleton McKenna served as the exclusive financial advisor to Platform Beers, LLC.